ESOP · DOL Form 5500 · 2022

Essa Bank & Trust ESOP

Data updated 2026-08-25

$23M
Total assets Small plan by assets
216
Participants Below avg headcount
80th
Percentile by assets National rank
$108,760
Avg per participant Below avg balance/head
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Official DOL plan name: Essa Bank & Trust Employee Stock Ownership Plan · Sponsored by Essa Bank & Trust · Pennsylvania · Finance & Insurance

$23M in assets, 216 participants

Essa Bank & Trust's Essa Bank & Trust Employee Stock Ownership Plan reported $23M in total assets and 216 participants in its 2022 DOL Form 5500 filing, ranking in the 80th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #6,220 in Finance & Insurance (9,261 peers)

Coverage in Pennsylvania

Essa Bank & Trust Employee Stock Ownership Plan covers 216 participants in Pennsylvania, about 26% of the average Pennsylvania filer (state average ~822 per filing). Assets: $23M.

#6,220
in Finance & Insurance (9,261 peers)
+14.6%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Essa Bank & Trust Employee Stock Ownership Plan's outsized position by total assets

Essa Bank & Trust Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$23,492,179 Top 20% higher than 80% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Essa Bank & Trust Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Essa Bank & Trust Employee Stock Ownership Plan sits mid-pack in the medium band (216 participants).

Plan-year Form 5500 strip

Filing strip 240568185 · Essa Bank & Trust PY 2022 · ESOP

Essa Bank & Trust Employee Stock Ownership Plan · $23M · 216 · 80th

  • NET $23M
  • BOOK 216
  • VS-ST 80th
  • BOY ESOP
  • SCH near Gcw Holdings, Inc. Employee Stock Ownership Plan
  • EBSA ind #6220

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with What is an ESOP? → · Plans in Pennsylvania →

Essa Bank & Trust Employee Stock Ownership Plan in the asset neighbourhood

Kaufman Lynn Construction, Inc. Employee Stock Ownership PlanKaufman Lynn Construction, I…$24MGcw Holdings, Inc. Employee Stock Ownership PlanGcw Holdings, Inc. Employee …$24MCortrust Bank Employee Stock Ownership Plan and TrustCortrust Bank Employee Stock…$24MEssa Bank & Trust Employee Stock Ownership PlanEssa Bank & Trust Employee S…$23MStaab Construction Corporation Employee Stock Ownership PlanStaab Construction Corporati…$23M
End-of-year total assets ($M) among Essa Bank & Trust Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$15M
Net Income$3M
Employer EIN240568185
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Essa Bank & Trust)

Sponsor-wide plan assets over time

All Essa Bank & Trust plans reported in each filing year

Latest sponsor-wide plan assets
$65M 6.271549662444094% vs 2022
2024 filing year
$60M$62M$64M$66M 202220232024 $61.3M $65.2M ▲ +6.3%
Year Plans Participants Total Assets
2022 3 588 $61M
2023 3 587 $63M
2024 3 582 $65M

Nearby ESOP Plans in Pennsylvania

Peer ESOP plans, same state, same plan type, ranked by total assets.

Essa Bank & Trust Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -1012345 Total assets ($B) Participants Essa Bank & Trust Employee Stock Ownership Plan, Total assets ($B): 0.023492179 · Participants: 216Essa Bank & Trust Employee Stock Ownership PlanWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 4.519811811 · Participants: 22323Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.154561341 · Participants: 337Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533697969 · Participants: 12847Sheetz, Inc. Employee Stock Ownership PlanCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.48126732 · Participants: 2268Centimark Corporation Employee Stock Ownership Plan and TrustNewage Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.310383492 · Participants: 304Newage Industries, Inc. Employee Stock Ownership Plan
Essa Bank & Trust Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Essa Bank & Trust Employee Stock Ownership Plan side-by-side with 3 peers →

Essa Bank & Trust Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Pennsylvania, the nearest ESOP by assets is Gcw Holdings, Inc. Employee Stock Ownership Plan in NV ($24M); by covered participants it is The L.S. Starrett Company Employee Stock Ownership Plan in MA (216 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (216 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Essa Bank & Trust Employee Stock Ownership Plan assets move in 2022? ▼
Essa Bank & Trust Employee Stock Ownership Plan grew at a solid clip - up 14.6% during 2022, from $20M to $23M. Reported net income was $3M.
How have Essa Bank & Trust plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Essa Bank & Trust's sponsor-wide assets grew 6.3%, from $61M to $65M.
Where does Essa Bank & Trust Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Essa Bank & Trust Employee Stock Ownership Plan ranks in the 80th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Essa Bank & Trust Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Gcw Holdings, Inc. Employee Stock Ownership Plan in NV ($24M, 94 participants).
Which ESOP plans cover a similar participant headcount to Essa Bank & Trust Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is The L.S. Starrett Company Employee Stock Ownership Plan in MA (216 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 240568185.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.